LSE - Delayed Quote • GBp
Sarasin Global Dividend Fund (0P0000ZXEQ.L)
At close: April 23 at 9:00 PM GMT+1
Fund Summary
Fund Summary Information Not Available
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 24.24% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 2.62% |
| 5y Average Return | 7.94% |
| Rank in Category (ytd) | 61 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.90 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0000ZXEQ.L | Category Average | 0P0000ZXEQ.L | Category Average | 0P0000ZXEQ.L | Category Average | |
| Alpha | -2.84 | -- | 1.05 | -- | 1.33 | -- |
| BETA | 0.9 | -- | 0.91 | -- | 0.92 | -- |
| Mean Annual Return | 0.37 | -- | 0.82 | -- | 0.68 | -- |
| R-squared | 84.61 | -- | 87.25 | -- | 85.58 | -- |
| Standard Deviation | 14.5 | -- | 17 | -- | 14.36 | -- |
| Sharpe Ratio | 0.1 | -- | 0.45 | -- | 0.47 | -- |
| Treynor Ratio | 0.55 | -- | 7.14 | -- | 6.43 | -- |
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